Knollwood Investment Advisory’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Knollwood Investment Advisory's IVV Position: Q1 2026 in Review
Knollwood Investment Advisory increased its iShares Core S&P 500 ETF (IVV) stake by 6.1% in Q1 2026, buying an estimated $28K and bringing the position to 709 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #232.
Knollwood Investment Advisory first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Knollwood Investment Advisory held 709 shares of iShares Core S&P 500 ETF worth $463K as of Q1 2026.
- Knollwood Investment Advisory bought 41 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $28K.
- iShares Core S&P 500 ETF made up 0.05% of Knollwood Investment Advisory's portfolio in Q1 2026, its #232 holding.
- Knollwood Investment Advisory first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.